Merger & Acquisition Services
Actuarial Consulting
Technology Solutions

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Let’s resolve your insurance challenges together.

At Blue Trident Group, we’re more than just a consultant; we’re your trusted partner ready to help you find and implement strategic solutions, no matter the size of your initiative.

With decades of unmatched experience in life, health, and annuity insurance, our team has deep roots in actuarial science, finance, information technology, and operational strategies. We understand how these areas connect and interact, which allows us to offer innovative and thorough solutions that make a real difference and lead to transformative results.

Our mission is to challenge conventional approaches and collaborate closely with our clients, offering tailored solutions that drive growth, optimize performance, and ensure success.

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Success Stories

We’re all about celebrating your successes! Our clients have amazing stories to tell about their journeys and achievements. So dive into these testimonials to see how they’ve reached their goals and tackled challenges head-on. From overcoming obstacles to achieving remarkable milestones, our clients’ stories are a testament to their hard work and dedication. We’re proud to have been a part of their success, providing support and expertise along the way. We’re excited to share their stories with you, and we hope they inspire you as much as they inspire us.

Jill and Kevin at Blue Trident Group are excellent partners. At Lewer, we had stagnant blocks of life insurance that we had not grown in decades. Given the small size of the blocks today, multiple reinsurance partners, and unfavorable contracts, we knew we’d have our work cut out for us to effectively offload the legacy blocks. Blue Trident Group leveraged their many years of experience and technical expertise to help us develop and execute a multi-pronged strategy. By the end of 2023 we have moved nearly all the legacy business off our books and couldn’t have done it without BTG.
Nik Lewer, SVP
The Lewer Companies
Having collaborated with Kevin and Jill on numerous insurance M&A ventures, even predating Blue Trident Group, their unparalleled expertise in appraisals, financial analysis, due diligence, assumption reinsurance implementation, and data migration has consistently set them apart. They have an exceptional ability to accelerate project timelines compared to others I’ve worked with, without sacrificing the seamless nature of each transition. Their proficiency not only speeds up complex processes but also ensures a level of smoothness and efficiency that is rare in this industry. Blue Trident Group is the indispensable ally you need on your team.
John Scott
Fletcher Financial
We worked with Blue Trident Group to transition a book of business from a client to our administration system. We appreciated their attention to detail and ability to deliver on time.
Leroy McCarty, Vice President
Fidelity Security Life
We worked with Blue Trident Group during the acquisition of two blocks of business.  Their attention to detail and flexibility to meet our data and imaging file requirements made the whole process run smoothly and on schedule.  I would strongly recommend BTG! 
Jeff Brown, EVP & COO
US Alliance Life and Security Company
It was enjoyable working with you on the Lewer Life project. You guys are responsive and professional.
Jerry Yerger, Manager, SSG Control
Corebridge Financial

Community

Kevin and Jill serving chicken wings at Wings 4 Water.

Giving back to our community is one of the most rewarding things we can do. It doesn’t have to be complicated or time-consuming; small acts of kindness can make a big difference. Whether it’s volunteering, donating to a food bank, or just lending a hand to a neighbor in need, every effort counts. Not only does it help those around us, but it also brings us closer together and fosters a sense of unity and support. Plus, it’s a great way to connect with others and feel more rooted in the place we call home. Take a look at what the Blue Trident Group team has been up to for some inspiration!

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